Field Data Priority

  • Updated on Jan 16, 2024
  • Published on Sep 28, 2023
  • 1 minute(s) read
  • Gio Mauricio
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Which data is populating your signature template? It is important to be aware of the field data priority, and how it appears on the transformed signature
Data will be pulled from the signature template in this order:
  1. Locked fields in Compliance
  2. The signature block
  3. Unlocked fields in Compliance
Although three priorities are presented, many accounts only use the Signature Block. Have department fields? See how department fields affect data priority

Field Data Priority Order

  1. Locked fields in Compliance
  2. Signature Block as visible in the email compose screen or saved in email settings
  3. Unlocked fields in "Compliance"

Example

Here is Jane's signature block and her Opensense Compliance profile -

Which data will populate her signature? (This account is not using department fields)

  • Name: Will pull from her signature block because it is unlocked in "Compliance" (Priority 2)
  • Title: Will pull from "Compliance" because it is locked (Priority 1)
  • Email: Will pull from "Compliance" because it is blank in her signature block (Priority 3)

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